Personnel/Human Resources

Managing Human Resource Issues (LIMG27/24)

HR is complex, ever-changing, and nuanced. The good news is that you don’t have to be an expert. You only have to understand the key issues affecting your small business clients. After attending this course, you will be able to speak to the basics of all major Federal employment laws with confidence. You will also learn the basics of progressive discipline and employee separation requirements. Understanding the key HR-related pain points for small businesses positions firm leaders to talk about HR with confidence. It also prepares you to ask the right questions and lead your clients in the right direction in terms of HR support. Discussion Leader: Carrie Seigel

Managing People- Best Practices for a Better Office (LIOT09/24)

You have probably heard the saying that “employees quit managers – not companies.” Perhaps this has never been more true than now – when many people are working from home, and the only contact they often have with their employer is through their manager. There can be no doubt that one of the most important parts of being a leader is cultivating a good team. But how do you do that – especially if you don’t have a background in human resources? In this course, we will explore how financial leaders can be better managers. Through case studies, statistics, and sharing best practices, we will explore how to get the best from employees and create an environment that employees want to come back too, day in and day out. Discussion Leader: David Peters

Building a Better Team: Being a Better Manager (LIOT05/23, LIOT07/24)

When stepping into a leadership role in the accounting profession, many practitioners are surprised to see how their job shifts from being less about analysis and more about people. In many ways, accounting skills take a backseat to the ability to build a positive culture and increase engagement. In this course, we will utilize research and survey results to help identify the qualities of a top manager. We will use case studies to identify how leadership skills may be used in real life situations to build a better company culture. Discussion Leader: David Peters